Rockport Wealth LLC Ishares Morningstar Small Cap Transaction History
Rockport Wealth LLC
- $491 Billion
- Q3 2025
A detailed history of Rockport Wealth LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Rockport Wealth LLC holds 324,586 shares of ISCG stock, worth $17.3 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
324,586
Previous 324,071
0.16%
Holding current value
$17.3 Million
Previous $16.1 Billion
9.32%
% of portfolio
3.59%
Previous 3.74%
Shares
2 transactions
Others Institutions Holding ISCG
# of Institutions
165Shares Held
8.39MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY823KShares$43.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC515KShares$27.5 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO491KShares$26.2 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL397KShares$21.2 Million0.03% of portfolio
-
Avantax Advisory Services, Inc.378KShares$20.2 Million0.11% of portfolio